Forteris Wealth Management is a wealth manager based in Armonk, United States, founded in 1993. Verified contact details, AUM data, and investment preferences on FindLPs.
Forteris Wealth Management is a wealth management firm based in Armonk, New York. Established in 1993, it is a fee-only independent financial planning and wealth management firm, that provides services to individuals, families, and institutions to create customized solutions that successfully address both short and long-term financial objectives. It offers services including financial planning, estate planning, insurance planning, hedging strategies, retirement planning, education planning, tax planning, covered calls, and investing strategies and advice. The assets of the firm are managed by the executive management team.
Investment types: Real Estate - General
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 200 Business Park Drive
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.